Planning from an objective point of view
North Star takes a holistic approach to helping its clients reach their financial goals. We stress the importance of counseling individual clients, understanding their needs and concerns, and building customized financial plans.
Learn More ›North Star is dedicated to helping businesses grow and succeed. North Star can assist a company with the selection, the setup, and the maintenance of your company’s benefits which may include retirement plans, health insurance, life insurance, tax and estate planning.
Learn More ›